Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,153
Closed -$59.7K 446
2023
Q4
$59.7K Sell
2,153
-535
-20% -$14.8K 0.12% 131
2023
Q3
$60.7K Buy
2,688
+871
+48% +$19.7K 0.03% 153
2023
Q2
$40.1K Buy
+1,817
New +$40.1K 0.03% 244